Insurance Automation? We offer full coverage. No exclusions apply.

Solutions - Industry- Insurance Hero

The UiPath Platform is like an umbrella policy for automation in insurance

Today, insurers face pressures from three sides: intensifying competition, escalating risks, and daunting regulations. Yikes! The top insurers have a secret, though: They're turning to automation and rpa in insurance to optimize operational costs. And shortly thereafter, putting it at the center of their operating model.

Inside UiPath: Elaine Mannix, Insurance Leader on automating old paper-based processes

Future-proof your insurance business with AI-powered automation

You sell peace of mind, but are you content with a workforce that isn't equipped with the new standard in operational efficiency?

Learn the latest automation best practices in insurance
Accenture

30-40%

lower cost of underwriting and claims processing with automation
McKinsey

75+%

of transactional operations can be automated
McKinsey

~40%

of reporting, planning, and other strategic work can be automated

Comprehensive automation coverage

In a world of point solutions, the UiPath Business Automation Platform does it all

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24/7 omni-channel support

Over-deliver on increased customer expectations

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Better data, delivered

Turn unstructured data into game-changing insights

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Manual touchpoint reduction

Transform disjointed processes into click-of-the-button automations

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Strengthened risk controls

Meet dynamic regulations with even more dynamic operations

UiPath Certifications Certified professional framework

Case Study

Generali projects €125 million saved with UiPath over the next 2 years

With €80 million already saved, over 1400+ processes automated, and 7000+ employees trained on UiPath – Generali is driving sustainable growth, enhancing their earnings profile, and leading innovation

Read the case study
Automating Invoice Processing with UiPath Action Center

Case Study

Security Benefit saves 100,000 hours with automation

15m vs 8h. That's the power of automating just one task. Learn how Security Benefit uses task mining to identify and prioritize automatable tasks.

Read the case study
UiPath Academy

Case Study

PZU achieves 100% accuracy of data entry with automation

Learn how PZU agents now enjoy greater time for making claims decisions, spend less time on calls, and deliver better service to customers.

Read the case study
FINS summit cover FVI

FORWARD VI financial services summit on-demand

Join some of the world's top banks, financial services, and insurance firms at this industry-tailored summit. Glean automation insights and best practices from your peers on: efficiency and optimization, AI tools and ethics, managing risk and compliance, driving innovation amidst a wave of game-changing tools and platforms.

See the entire financial services summit

Top automation areas

Insurance

PRMG Customer Story customer story hero image

Property and Casualty

Transform your workflows from liabilities to assets

Trade fragmented, tedious, and risky for seamless, sleek, and secure. Automation connects disparate customer journeys, streamlines regulatory compliance, and weathers challenging market conditions through better operational agility.

  • Underwriting

    Underwriters agree: Ignoring automation is a risky policy

    Looking for a sure bet? 40% of underwriting is administrative. Give underwriters their time back with intelligent collation of data from disconnected sources, and process that data with ML decision capabilities aided by a human in the loop.​

    Business Use Cases:

    • Renewals (80% of insurers business) ​

    • New Business (collation of data)​

    • Performance reporting and peer reviews

  • Billing and Payments

    Elevate your renewal rates with better billing

    Reduce manual touchpoints by automating payments and reconciliation. ML models continuously improve exception handling with human in the loop training.

    Business Use Cases:

    • Premium collections and settlement (statement issuance)​

    • Periodic payments and premium adjustments​

    • Claims settlement (re-use KYC process)

  • Customer Service

    Empower agents with the right information at the right time

    Seamlessly deliver superior and faster post-sale services including policy documentation, queries, and changes.​ RPA and automation handle the boring stuff so agents can refocus on customer needs.

    Business Use Cases:

    • Query/call intake from omni channel​

    • Issuance of policy documents​

    • End to end automation of Mid Term Adjustments, including cancellations, updates to contact or bank details, and more

  • Claims Management

    Stop leakage with timely insights on risk

    Transform the claims experience with proactive risk mitigation advice for you and your customers. Achieve 30% potential savings through better CX, operational efficiency, and fraud detection.

    Business Use Cases:

    • First Notification of Loss (FNOL) intake of claims - triage ​

    • Collation of data for Claims assessment​

    • Claims tracking and updates on status to all stakeholders

mac
robot

1 / 4

Underwriting

Underwriters agree: Ignoring automation is a risky policy

Looking for a sure bet? 40% of underwriting is administrative. Give underwriters their time back with intelligent collation of data from disconnected sources, and process that data with ML decision capabilities aided by a human in the loop.​

Business Use Cases:

  • Renewals (80% of insurers business) ​

  • New Business (collation of data)​

  • Performance reporting and peer reviews

Person sitting at their desk

Life, Retirement, and Benefits

Synthesize disparate data into valuable insights. Automatically.

Dust off your data. Automation is about to put it to work. With AI, a custom offering for every client is just a click away.​

  • Claims Management

    Stop leakage with timely insights on risk

    Transform the claims experience with proactive risk mitigation advice for you and your customers. Achieve 30% potential savings through better CX, operational efficiency, and fraud detection.

    Business Use Cases:

    • First Notification of Loss (FNOL) intake of claims - triage ​

    • Collation of data for Claims assessment​

    • Claims tracking and updates on status to all stakeholders

  • Customer Service

    Empower agents with the right information at the right time

    Seamlessly deliver superior and faster post-sale services including policy documentation, queries, and changes.​ RPA and automation handle the boring stuff so agents can refocus on customer needs.

    Business Use Cases:

    • Query/call intake from omni channel​

    • Issuance of policy documents​

    • End to end automation of Mid Term Adjustments, including cancellations, updates to contact or bank details, and more

  • Billing and Payments

    Elevate your renewal rates with better billing

    Reduce manual touchpoints by automating payments and reconciliation. ML models continuously improve exception handling with human in the loop training.

    Business Use Cases:

    • Premium collections and settlement (statement issuance)​

    • Periodic payments and premium adjustments​

    • Claims settlement (re-use KYC process)

  • Underwriting

    Underwriters agree: Ignoring automation is a risky policy

    Looking for a sure bet? 40% of underwriting is administrative. Give underwriters their time back with intelligent collation of data from disconnected sources, and process that data with ML decision capabilities aided by a human in the loop.​

    Business Use Cases:

    • Renewals (80% of insurers business) ​

    • New Business (collation of data)​

    • Performance reporting and peer reviews

mac
robot

1 / 4

Claims Management

Stop leakage with timely insights on risk

Transform the claims experience with proactive risk mitigation advice for you and your customers. Achieve 30% potential savings through better CX, operational efficiency, and fraud detection.

Business Use Cases:

  • First Notification of Loss (FNOL) intake of claims - triage ​

  • Collation of data for Claims assessment​

  • Claims tracking and updates on status to all stakeholders

UiPath
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Webinar

Intelligent automation the next big disruption

Discover insights from industry leaders from Deluxe, Hub International, Prudential, and OneAmerica on the transformative power of combining AI and automation.

More to explore in Insurance

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Customer experience in insurance

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Customer experience in insurance

Download this e-book to learn how customer experience leaders in insurance are using Al-powered automation to streamline the processes that support better service.

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ON DEMAND

Intelligent automation: Next-level innovation with AI

Webinar

Advancing insurance automation with AI

Insurers are taking automation to the next level with AI and are seeing improved time to value in business growth, customer retention and underwriting margin. Learn more!

Send me the recording
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insurance automation

White paper

Destination: Insurance Automation
Read this E-book to discover how automation can transform your insurance company and outpace your competitors for years to come.
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